Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47931.1 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46536.2 Kr¶
PnL: ---------------------------------------> -352.37 Kr¶
DD now: ---------------------------------> -1.437 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 14:26:19.515060'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.370000 | 2859.500000 | 223.500000 | 8.480000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.000000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.320000 | 432.600000 | 77.600000 | 21.860000 | 355.000000 |
| Corem Property Group B | 59 | -1.870000 | 650.180000 | 73.180000 | 12.680000 | 576.999999 |
| HMS Networks | 2 | 0.060000 | 720.000000 | 47.000000 | 6.980000 | 673.000000 |
| Boozt | 12 | -0.350000 | 1700.400000 | 46.400000 | 2.810000 | 1653.999996 |
| SAAB B | 8 | 0.680000 | 3417.600000 | 40.600000 | 1.200000 | 3377.000000 |
| OEM International B | 7 | 0.500000 | 558.600000 | 30.600000 | 5.800000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Intrum | 4 | 0.440000 | 548.600000 | 21.600000 | 4.100000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Coor Service Management Hold. | 8 | -0.070000 | 546.400000 | 14.400000 | 2.710000 | 532.000000 |
| Norva24 Group | 16 | 2.720000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.550000 | 258.240000 | 12.240000 | 4.980000 | 246.000000 |
| MedCap | 2 | -2.050000 | 431.000000 | 10.000000 | 2.380000 | 421.000000 |
| AcadeMedia | 12 | 0.640000 | 564.240000 | 7.240000 | 1.300000 | 557.000004 |
| Resurs Holding | 22 | -0.080000 | 578.160000 | 4.160000 | 0.720000 | 573.999998 |
| Swedbank A | 3 | 1.610000 | 568.050000 | 4.050000 | 0.720000 | 564.000000 |
| Karnov Group | 9 | -1.480000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Securitas B | 6 | 0.360000 | 571.440000 | 1.440000 | 0.250000 | 570.000000 |
| Creaspac SPAC | 6 | -0.210000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.120000 | 3453.320000 | -0.680000 | -0.020000 | 3453.999992 |
| Handelsbanken A | 5 | 0.140000 | 544.750000 | -1.250000 | -0.230000 | 546.000000 |
| Essity B | 2 | -1.450000 | 571.600000 | -2.400000 | -0.420000 | 574.000000 |
| Essity A | 4 | -1.890000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| CTEK | 13 | 0.250000 | 524.160000 | -9.840000 | -1.840000 | 533.999999 |
| Midsona B | 63 | -1.940000 | 572.040000 | -10.960000 | -1.880000 | 582.999984 |
| International Petroleum Corp. | 5 | 2.760000 | 558.000000 | -36.570000 | -6.150000 | 594.565215 |
| Vivesto | 1368 | 1.570000 | 567.720000 | -45.280000 | -7.390000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.090000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| OX2 | 18 | 1.370000 | 1534.500000 | -129.500000 | -7.780000 | 1663.999992 |
| Axfood | 13 | 0.250000 | 3597.100000 | -158.900000 | -4.230000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.810000 | 3486.000000 | -325.000000 | -8.530000 | 3810.999990 |
| Ovzon | 52 | 1.770000 | 2990.000000 | -372.000000 | -11.060000 | 3361.999992 |
| TOTAL | 46536.200000 | -352.370000 | -1.43696% | 46888.564618 |
Updated:¶
'2023-01-18 14:26:32.427748'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
